RF
Ryan M. Fero
NORTH SQUARE INVESTMENTS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 7083060
RF
Professional summary
Ryan Michael Fero, who also goes by Ryan Michael Fero, is a registered financial advisor currently at NORTH SQUARE INVESTMENTS, LLC located in Chicago, Illinois and FORESIDE FUND SERVICES, LLC located in Chicago, Illinois.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Michael Fero
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
North Square Investments LLC, Chicago, IL; Investment Related; Began 08/01/2023; Internal Sales Consultant; 180 hours per month In addition to being an Investment Advisor Representative of North Square Investments LLC, this associate is a Registered Representative of Foreside Fund Services, LLC, an unaffiliated Broker Dealer.� The associate is a Registered Representative for purposes of Foreside Fund Services, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Michael Fero's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 13, 2025 - Present
NORTH SQUARE INVESTMENTS, LLC
Office #1: 200 West Madison St Suite 2610, Chicago, IL 60606RIA
CRD#: 294355
Chicago, IL
Current
November 21, 2023 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 200 West Madison Suite 2610, Chicago, IL 60606BD
CRD#: 46106
Chicago, IL
Past
June 6, 2022 - July 17, 2023
CAPITAL CLIENT GROUP, INC.
RIA
CRD#: 6247
CARMEL, IN
Past
May 23, 2022 - July 17, 2023
CAPITAL CLIENT GROUP, INC.
BD
CRD#: 6247
CARMEL, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NS
NORTH SQUARE INVESTMENTS, LLC
NORTH SQUARE INVESTMENTS, LLC
CRD#: 294355 / SEC#: 801-115238
RIA
Registered Investment Advisory firm - (4/30/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/21/2023)
RR
Alaska(11/21/2023)
RR
Arkansas(11/21/2023)
RR
Colorado(6/27/2025)
RR
Connecticut(11/21/2023)
RR
Delaware(11/21/2023)
RR
District of Columbia(11/21/2023)
RR
Florida(11/21/2023)
RR
Georgia(11/21/2023)
RR
Idaho(6/27/2025)
RR
Illinois(11/21/2023)
IAR
Illinois(3/13/2025)
RR
Louisiana(11/21/2023)
RR
Maine(11/21/2023)
RR
Maryland(11/21/2023)
RR
Massachusetts(11/21/2023)
RR
Mississippi(11/21/2023)
RR
Montana(7/15/2025)
RR
New Hampshire(11/21/2023)
RR
New Jersey(11/21/2023)
RR
New Mexico(6/27/2025)
RR
New York(11/21/2023)
RR
North Carolina(11/21/2023)
RR
Pennsylvania(11/21/2023)
RR
Rhode Island(11/21/2023)
RR
South Carolina(11/21/2023)
RR
Tennessee(11/21/2023)
RR
Texas(11/21/2023)
RR
Vermont(11/21/2023)
RR
Virginia(11/21/2023)
RR
West Virginia(11/21/2023)
RR
Wyoming(6/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/21/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NS
NORTH SQUARE INVESTMENTS, LLC
NORTH SQUARE INVESTMENTS, LLC
CRD#: 294355 / SEC#: 801-115238
RIA
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Contact information
Main Address
200 West Madison St Suite 2610, Chicago, IL 60606
Mailing Address
Phone number
(312) 857-2160
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 2,024,063,339 |
Red Flags
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